See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,273 | $67,703-13.9% | $127,761-54.4% | $65,185-10.6% |
| Participation rate | 76.5% | 74.5%+2.0pp | 79.0%-2.5pp | 70.2%+6.3pp |
| Annual return | 20.57% | 24.36%-3.8pp | 26.14%-5.6pp | 29.38%-8.8pp |
| Employer contribution / active EE | $723 | $3,724-80.6% | $4,574-84.2% | $2,177-66.8% |
| Participant deferral / active EE | $2,450 | $4,787-48.8% | $6,021-59.3% | $3,514-30.3% |
| Admin fee / account holder | $3,679 | $618+494.9% | $9,395-60.8% | $847+334.4% |